The probability of recession is high. For companies and portfolios, what does it mean to be positioned defensively?
An Investing Mindset
2022-09-23, Steven Kim
Amidst the stream of news and worries, discover some of the fundamental principles governing capital allocation at QV.
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An Exercise In Failure
2022-08-26, Derek Nichol
Adhering to the process means swinging at the best pitches that are in the optimal part of our investing strike zone.
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Evolution Of Patterns And Process
2022-08-19, Amit Shah
In our commitment to continuous learning, After-Action Reviews aim to spot new patterns to improve performance.
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That History Rhymes Quote
2022-07-22, Clement Chiang
Each market cycle is unique, but similarities emerge. Our process helps us navigate market ebbs and flows while positioning for attractive opportunities.
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Slaying The Inflation Beast
2022-07-15, Jason Reed
With an overheating economy and rising prices, the BoC’s mission is clear: it must raise interest rates to reduce inflation without triggering a recession.